Hitachi Energy India Limited — PPTs, 30-07-2025: Investor Presentation

Here's a summary of the attached document:

**Financial Highlights:**

Hitachi Energy India reported strong Q1FY26 financial results. Orders surged to INR 11,339.2 Cr (+365.4% YoY), building a record backlog of INR 29,125.3 Cr for solid revenue visibility. Revenue was INR 1,529.8 Cr (+15.3% YoY). Profit After Tax (PAT) dramatically rose to INR 131.6 Cr (+1163.0% YoY), with PAT margin improving to 8.6% and Operating EBITDA margin reaching 11.1%.

**Strategic Initiatives & Growth Drivers:**

Order growth was robust across Transmission (+625%), Railway & Metro (+845%), and Data Centre (+98%). FY26 priorities include maintaining leadership in core segments, expanding into new areas like data centers and BESS, and deepening focus on Exports, Service, and Digital solutions, supported by planned capacity expansions.

**Business Developments:**

Key project wins include a significant 6,000 MW Bhadla-Fatehpur HVDC project in a consortium, major transmission utility orders, and projects for semiconductor and railway sectors. The company also commissioned several substations for industrial and utility clients, emphasizing diversified exports and service growth.

**Market Position & Competitive Advantage:**

The company targets maintaining leadership in core segments like Renewables, Utilities, HVDC, Industries, and Infrastructure. The substantial order book demonstrates its strong market position and high demand for its offerings.

**Investor Implications:**

The significant order inflow and profit expansion point to positive growth potential. The record backlog offers excellent long-term revenue visibility. Investors should track efficient execution of the large order book and sustained margin performance.